AI News 180m Report

2026-10-03 09:00–12:00 JST

144 received, 144 listed, 8 sources ・ Page 2 of 2

One place for news and notices from 2 countries/regions: Taiwan, 78 items from 6 sources; Japan, 66 items from 2 sources.

One edition every 180 minutes: every item from every source received in the period, with the original link.

Taiwan | 風傳媒 (continued)(22)

Still unemployed after military service? Do you need to enroll in health insurance at the township office right away? The health insurance agency reveals another way to stay covered “within 1 year”

Published ・ Source Taiwan | 風傳媒

The National Health Insurance Administration, Ministry of Health and Welfare, said that people discharged from compulsory military or alternative service who do not find work within 1 year can continue coverage as a dependent or switch to Category 6 coverage as a resident of a designated area. This transitional provision aims to ensure continuity of medical coverage after service members are discharged.

Facts

  • Those who meet the conditions above may also switch to Category 6 coverage as residents of a designated area. Their insurance enrollment unit is the township, town, city or district office where they are registered.
  • The average monthly premium for Category 6 residents is currently NT$1,377, of which individuals pay 60%, or NT$826 per month.
  • Eligibility to continue coverage as a dependent lasts for 1 year from the date of discharge, release from service or completion of training; it is not a grace period during which health insurance coverage can be interrupted for 1 year.
  • People serving in compulsory military or alternative service are classified as Category Four insured persons during their service. After leaving that status, they should arrange subsequent coverage according to the eligibility they actually have after discharge.
  • Those eligible for Category Six coverage can enroll through the “National Health Insurance Mobile App|My Health Bank” app’s “NHI Counter” service.
  • Those who have not lost their existing eligibility for insurance can continue participating in National Health Insurance under that eligibility if they take on short-term work lasting no more than 3 months.

Disagree with a car crash investigation report? No dashcam means you have to accept the verdict? Lawyer shares 1 tip to “turn the case around within 30 days”

Published ・ Source Taiwan | 風傳媒

This article details the eligibility requirements, procedures and fees for applying for a car crash investigation report, and stresses that parties who disagree with the findings can request a review within 30 days. Even without dashcam footage, they can use other supporting evidence to protect their rights and avoid bearing responsibility unilaterally.

Facts

  • Those who disagree with a car crash investigation report can request a review within 30 days from the day after receiving the opinion.
  • Apply for an initial investigation through an investigation committee at a regional Motor Vehicles Office under the Highway Bureau. The fee is NT$3,000 per case.
  • The fee for requesting a review of a car crash investigation is NT$2,000.
  • Applications for a car crash investigation that have not yet gone to court must be filed within 6 months of the accident.
  • Car crash investigation committee meetings are generally held about 45 days after an application is accepted.
  • Reviews are generally conducted in writing, and parties are generally not asked to attend and provide explanations.
  • The full name of the car accident investigation committee is the “Vehicle Accident Investigation Committee.”

Qin Shi Huang and Zhu Yuanzhang lose out! China’s strongest emperors in history, TOP 8: The champion is “him,” a civil and military talent who ushered in a century of prosperity

Published ・ Source Taiwan | 風傳媒

Based on information from 《搜狐網》, this article ranks the TOP 8 emperors in China’s feudal history who demonstrated outstanding ability to lead troops in person and military talent. From Tang Taizong Li Shimin to Yuan Shizu Kublai Khan, it details their key battles and military achievements, highlighting their combat experience and strategic vision.

Facts

  • Tang Taizong Li Shimin was named the most powerful emperor in Chinese history.
  • Liu Yu, Emperor Wu of Liu Song, was hailed as the greatest military genius of the Northern and Southern dynasties.
  • In the Battle of Kunyang, Eastern Han Emperor Guangwu Liu Xiu defeated Wang Mang’s army of 430,000 troops with 17,000 soldiers.
  • Ming dynasty founder Zhu Yuanzhang was one of the few military geniuses to unify the country by advancing from south to north.
  • After ascending the throne, Ming Emperor Yongle Zhu Di personally led armies of hundreds of thousands on 5 campaigns in the northern frontier.
  • Later Zhou Emperor Shizong Chai Rong personally charged through a hail of arrows and stones at the Battle of Gaoping, turning the tide.
  • Yuan Shizu Kublai Khan coordinated large land and naval forces to completely destroy the Southern Song.

Companies mentioned:搜狐網

Original輝達欽點台科大AI產學特區!都更聖手催生「漢寶.捷運學府NO.6」

Published ・ Source Taiwan | 風傳媒

Original漢寶集團於10月初推出中和南勢角「漢寶.捷運學府NO.6」建案,該案位於台科大AI產學特區旁,受惠於輝達與華碩支持的AI產業聚落效應。

Facts

  • 漢寶集團 officially launched sales of “Hanbao.MRT Xuefu NO.6” in early October.
  • 漢寶集團 owns a 1,140-ping site with roads on all 4 sides next to 台科大’s AI-industry-academia hub in Zhonghe’s Nanshijiao area.
  • 輝達NVIDIA and 華碩ASUS handpicked 台科大’s Huaxia Campus to establish the “AI Digital Twin Laboratory.”
  • 漢寶集團 completed the urban renewal project in just 5 years, from development and coordination to approval and implementation.
  • “Hanbao.MRT Xuefu NO.6” offers units ranging from 17 to 41 ping, with 2 to 3 bedrooms.
  • 台科大 invested heavily in bringing in research centers in 6 key fields, including chip development and smart manufacturing.

Companies mentioned:漢寶集團、台科大、華夏科大、輝達、NVIDIA、華碩、ASUS、師大、明志科大、甲桂林廣告

Why are some Taipei alleys crooked instead of laid out in a grid? It wasn’t a failure of urban planning: a century ago, this was actually a canal

Published ・ Source Taiwan | 風傳媒

The winding alleys around Guting and Gongguan in southern Taipei are remnants of irrigation canals, including the Wulixue Canal and Liugong Canal, from a century ago. These waterways meandered to serve agricultural needs. After 1940, most were filled in and converted into roads or drainage systems, though traces remain in places such as Wenzhou Street.

Facts

  • The winding alleys around Guting and Gongguan in southern Taipei are traces of former irrigation canals.
  • The Wulixue Canal dates back to 1724, and its irrigation area once included Gutingcang and Mengjia.
  • After reaching the area near Wenzhou Street, the Wulixue Canal once split into 9 waterways at “Jiubiantou.”
  • Some waterways and related remnants of the Wulixue Canal remain around Wenzhou Street Lanes 45 and 46.

[Column by Hsieh Hsing-yin] Torrential rain, muddy trails and steep slopes on the pilgrimage route! A helping hand from Dutch travelers: 5 moving moments to remember for a lifetime

Published ・ Source Taiwan | 風傳媒

Author Hsieh Hsing-yin recounts the sixth day of the pilgrimage route on May 9, 2026. She and her companions hiked 23.61 kilometers, received help from Dutch travelers in overcoming treacherous terrain, and experienced Portomarín’s history and cuisine.

Facts

  • On May 9, 2026, Hsieh Hsing-yin and her companions completed the sixth day of the pilgrimage route, covering 23.61 kilometers in 7 hours, 16 minutes and 38 seconds.
  • Two Dutch pilgrims helped the group safely cross a steep, muddy slope in torrential rain.
  • Portomarín had to be relocated because of the construction of the Belesar Dam, and a Lego-style moving method was used to preserve the old town.
  • Cabreiroá mineral water comes from Verín in Spain’s Galicia region and is associated with Nobel laureate Santiago Ramón y Cajal.
  • 2026 marks the 40th anniversary of Spain and Portugal joining the European Union, and Lugo is holding related celebrations.

[The Journalist] After budget cuts, Green camp candidate pays out of pocket to buy mooncakes; head of sheltered workshop turns out to be an independent director at a semiconductor company

Published ・ Source Taiwan | 風傳媒

The Presidential Office canceled its mooncake order after its confidential national affairs budget was cut and frozen. Green camp candidates then placed orders with 蘭馨婦幼中心, whose head’s status as an independent director at a semiconductor company has sparked controversy.

Facts

  • The Presidential Office’s NT$30 million confidential national affairs budget for this year was entirely cut and frozen by Blue and White lawmakers acting together.
  • The Presidential Office canceled its advance order for 15,000 Mid-Autumn Festival mooncake gift boxes from 37 social welfare organizations across Taiwan.
  • Lin Guozhang, the Green camp’s Yilan County magistrate candidate, mayoral candidate Han Ying and DPP legislator Chen Junyu each ordered 100 mooncake gift boxes from 蘭馨婦幼中心.
  • Public Construction Commission Minister Chen Jinde encouraged Lin Guozhang to run in the 2026 Yilan County magistrate election.

Companies mentioned:蘭馨婦幼中心

Second Floor and M One lose out! Taiwan’s TOP 10 chain brunch spots: Foodies praise the champion for fresh, hearty ingredients and generous portions

Published ・ Source Taiwan | 風傳媒

《網路溫度計DailyView》 used 《KEYPO大數據關鍵引擎》 to rank Taiwan’s top ten all-day chain brunch cafes. White Mist Time took first place, while BREAD, ESPRESSO &, LOST and Found and other brands also won high praise from online users for their distinctive dishes and interior design.

Facts

  • 《網路溫度計DailyView》 used 《KEYPO大數據關鍵引擎》 to rank Taiwan’s top ten all-day chain brunch cafes.
  • 白霧時光WHITE MIST took first place in the rankings.
  • 白霧時光’s signature drink, “Coffee Trio,” includes 2 light roasts and 1 dark roast.
  • BREAD, ESPRESSO &’s signature Mou toast is made with its own flour blend and custom molds.
  • M One Cafe is now in its 16th year of operation.
  • LEAVES Cafe午葉 has introduced dishes centered on avocado and low-carb options.
  • LOST and Found has branches in Taipei’s Neihu, Ximen and Xinyi districts.
  • 白霧時光’s Tainan Aloft location combines hotel and dining spaces, offering guests an experience from breakfast through afternoon tea.

Companies mentioned:《網路溫度計DailyView》、《KEYPO大數據關鍵引擎》、白霧時光WHITE MIST、路易莎咖啡Louisa Coffee、BREAD, ESPRESSO &、LOST and Found、M One Cafe、LEAVES Cafe 午葉

2026 Double Ninth Festival cash gifts in Taiwan’s 6 special municipalities are here! “Up to 20000 yuan per person,” deposited directly from 10/8: a guide to payment amounts and methods

Published ・ Source Taiwan | 風傳媒

The 2026 Double Ninth Festival falls on October 18, and the governments of Taiwan’s 6 special municipalities have announced details of their senior-citizen cash gifts. Depending on age, residents will receive between 1,500 and 20,000 yuan, with payments deposited from early to mid-October to recognize seniors’ contributions and put elder-respect policies into practice.

Facts

  • The 2026 Double Ninth Festival falls on October 18, and the governments of Taiwan’s 6 special municipalities have announced procedures for distributing cash gifts to seniors.
  • Taichung City is expected to deposit its Double Ninth Festival cash gifts to seniors in a single payment on October 8.
  • In New Taipei City, residents aged 100 and older will receive a Double Ninth Festival cash gift of 20,000 yuan per person.
  • In Taoyuan City, residents aged 65–98 will receive a Double Ninth Festival cash gift of 2,500 yuan per person.
  • In Kaohsiung City, residents aged 65–89 will receive a Double Ninth Festival cash gift of 1,500 yuan per person.
  • In Tainan City, Indigenous residents aged 55–99 will receive a Double Ninth Festival cash gift of 1,500 yuan per person, with the amount increased starting this year.

The light is green, so why can't you move forward? If this “1 situation” occurs ahead, pushing through could mean a fine

Published ・ Source Taiwan | 風傳媒

Citing the Road Traffic Safety Rules and the Road Traffic Management and Penalty Act, the article explains that drivers should not enter an intersection when traffic is backed up ahead, even if the light is green. Otherwise, they could face a fine, and court rulings do not support arguments that their view was obstructed.

Facts

  • When a vehicle approaches a signalized intersection and traffic is congested in the lane for going straight or turning, it must stop before the stop line and may not proceed into the intersection.
  • Drivers who enter a signalized intersection despite a traffic jam and obstruct other vehicles may be fined between NT$600 and NT$1,200.
  • The court found that heavy traffic during rush hour is foreseeable, and drivers should be alert to possible congestion ahead.
  • Current regulations do not make yellow hatched markings a prerequisite for keeping an intersection clear.
  • The Ministry of Transportation and Communications’ 168 Traffic Safety Portal once cited information from the New Taipei City Government Transportation Department about a relevant court ruling.

Would a Lai Ching-te re-election trigger cross-strait conflict? Is the 2027 “invasion of Taiwan” theory finally laid to rest? International experts: The key lies after the election

Published ・ Source Taiwan | 風傳媒

Xi Jinping visits the United States and meets Donald Trump at the Trump-Xi summit, while discussion of Taiwan cools. Experts say the risk of an invasion of Taiwan in 2027 has declined, but a Lai Ching-te re-election in 2028 could worsen tensions.

Facts

  • Chinese President Xi Jinping began a state visit to Washington, D.C., on September 24.
  • Xi Jinping and U.S. President Donald Trump will hold their second Trump-Xi summit this year.
  • Original本次川習會有關台灣問題的討論較上次5月大幅減少。
  • Former Australian Prime Minister Kevin Rudd believes the likelihood of China invading Taiwan before 2027 has declined.
  • If Lai Ching-te is re-elected in 2028, cross-strait tensions could erupt into armed conflict over Taiwan.

Original人物》跨賴清德、蔡英文、馬英九3朝 曾被K到落淚的台灣地震權威女院士

Published ・ Source Taiwan | 風傳媒

Ma Kuo-feng, a leading Taiwanese earthquake expert, was appointed head of Academia Sinica’s Institute of Earth Sciences in May 2026 and elected an academician for research that rewrote global earthquake theory. She served as an expert adviser on disaster prevention and relief under three successive administrations, but says issues she has been warning about for years still face obstacles.

Facts

  • Ma Kuo-feng led deep drilling research on the Chelungpu Fault and discovered a link between underground water pressure and the occurrence of microearthquakes.
  • Ma Kuo-feng’s research has been published in international journals including Nature and Science.
  • Ma Kuo-feng took over as head of Academia Sinica’s Institute of Earth Sciences in May 2026.
  • Original馬國鳳橫跨馬英九、蔡英文、賴清德3任政府擔任行政院災害防救專家諮詢委員。
  • Ma Kuo-feng experienced and evacuated during the major Jiji earthquake at 1:47 a.m. on September 21, 1999.

Can spouses from mainland China vote in the next presidential election after obtaining a Taiwanese ID card? The real key lies in household registration

Published ・ Source Taiwan | 風傳媒

This article explains that spouses from mainland China do not immediately gain the right to vote in presidential elections after obtaining a Taiwanese ID card. The law requires presidential electors to have resided in the free area for at least 6 months, with eligibility based on household registration. This differs from the 4-month threshold for general public office elections.

Facts

  • Citizens of the free area of the Republic of China are eligible to vote once they reach the age of 20, but electors in presidential and vice-presidential elections must have resided there continuously for at least 6 months.
  • The period of residence is determined by household registration records and begins on the date the household registration is transferred.
  • Spouses from mainland China applying for settlement must first receive approval for 2 consecutive years of long-term residence in Taiwan.
  • After receiving a settlement certificate, applicants must complete initial household registration within 30 days.

Major new MOTC rules take effect! 3 new regulations nationwide, with a “NT$1,800 fine for violations”—many drivers still don’t know

Published ・ Source Taiwan | 風傳媒

The Directorate General of Highways under the Ministry of Transportation and Communications announced that new repeat-offender courses for serious violations will take effect on September 30, 2026. The changes extend course hours for drunk-driving and other repeat offenders, and require parents to accompany minors attending a repeat-offender course for unlicensed driving. It also plans to increase motorcycle training to 21 hours, with implementation expected in 2027, to strengthen road safety management.

Facts

  • The Directorate General of Highways under the Ministry of Transportation and Communications announced that the new “repeat-offender courses for serious violations” will officially take effect on September 30, 2026.
  • The course for repeat drunk-driving offenders will be extended from 12 to 15 hours.
  • Under the rules for repeat offenders under 18 who drive without a license, a parent must accompany the minor to class.
  • Anyone who fails without just cause to attend a road traffic safety course as required will be fined NT$1,800.
  • The total duration of motorcycle training is set to increase to 21 hours, with full implementation targeted for New Year’s Day in 116 (2027).

Give your children NT$8 million in a year without paying any gift tax! Tax bureau shares 1 tip to get around the NT$2.44 million exemption limit

Published ・ Source Taiwan | 風傳媒

The Taipei National Taxation Bureau of the Ministry of Finance explains that parents can use the marriage gift provision to give a child an additional tax-free NT$1 million when the child gets married. Combined with the annual exemption, parents can give up to NT$8.88 million tax-free if 2 children marry in the same year, but they should take note of the timing and required documents.

Facts

  • Gifts worth no more than NT$1 million from each parent to a child upon marriage are excluded from the total value of taxable gifts.
  • Each person is entitled to an annual gift tax exemption of NT$2.44 million.
  • Marriage gifts must be given within the 6 months before or after the child completes marriage registration.
  • If 2 children marry within a year, their parents can give a combined total of up to NT$8.88 million that year without paying gift tax.
  • Applicants seeking the marriage gift tax exemption must attach proof that the marriage registration has been completed.

If a husband receives a labor insurance pension, can his wife continue collecting it after he dies? For how long? A guide to survivor pension eligibility, benefit calculations and differential payments

Published ・ Source Taiwan | 風傳媒

This article details eligibility for survivor pensions under Labor Insurance and National Pension Insurance, benefit calculations and the differential payment system to help people understand their rights.

Facts

  • For a spouse to qualify for a Labor Insurance survivor pension, they must be at least 55 years old and have been married for at least 1 year, unless they need to care for certain children, in which case there are no age or marriage-duration restrictions.
  • For a survivor pension when the insured person dies while covered by Labor Insurance, the formula is average monthly insured salary multiplied by years of coverage and then by 1.55%, with a minimum benefit of NT$3,000.
  • For those with insurance coverage before the Labor Insurance pension system took effect (before January 1, 98), if they die while receiving an old-age pension, survivors may choose to claim a lump-sum old-age benefit minus the total pension already received.
  • The National Pension Insurance survivor pension’s minimum guaranteed amount has been NT$4,049 since January 113, while the monthly insured amount under National Pension Insurance will be adjusted to NT$21,103 starting January 1, 115.
  • Labor Insurance survivor pensions require an application. Eligible applicants who submit complete paperwork will have the payment deposited into their designated account on the last business day of the month following their application.

Commentary: Kai becomes a “rich man”—Chen Shih-kai’s high-speed “model road”

Published ・ Source Taiwan | 風傳媒

Transportation Minister Chen Shih-kai drew fierce public criticism after claiming that national highways were running smoothly after the Mid-Autumn Festival holiday, overlooking the severe traffic jams on its first day. He was mocked as a “rich man” lacking political savvy.

Facts

  • During the Mid-Autumn Festival holiday, the high-speed rail carried a record 348,000 passengers in a single day, and conditions at the scene were chaotic.
  • The article compares Chen Shih-kai’s words and actions with those of Lien Chan, a former transportation minister, saying both have controversial histories of using “model roads” to stage test runs that created the illusion of smooth traffic.
  • Chen Shih-kai flew back to Taiwan early on the first day of the holiday; contrary to online rumors, he was not abroad for the entire period.

Don’t just steam buns and mantou in a rice cooker! An expert shares 1 quick-heating trick: just 1 minute makes them fluffy and chewy, as good as fresh from the oven

Published ・ Source Taiwan | 風傳媒

Original全聯福利中心與日本廚師分享解決冷凍包子微波後外皮乾硬的技巧,推薦「馬克杯加熱法」及多種替代方案,強調補充水分與密封蒸氣的重要性,並提醒金屬餐具禁忌與防燙安全。

Facts

  • The main reason microwave-heated buns develop a tough exterior is that moisture evaporates quickly, causing the starch to retrograde and crystallize.
  • Original全聯福利中心官網提醒不能直接微波饅頭或包子,否則會導致水分迅速流失。
  • The mug heating method recommends microwaving at medium-high power, 500W–600W, for about 1 to 2 minutes.
  • For the mug heating method, the recommended water level in the cup is about 1 centimeter or 3 tablespoons.
  • If you don’t have a mug, wrap the bun in a damp, not dripping wet, paper towel before microwaving.

Companies mentioned:全聯福利中心

Taiwan | 鉅亨網(16)

OriginalNetflix陷低潮 今年暴跌26% 美國收視降8.6% 德意志銀行仍喊買

Published ・ Source Taiwan | 鉅亨網

OriginalNetflix股價今年暴跌26%,主因美國市場觀看時間下降8.6%引發疑慮。德意志銀行上調評級至買進,強調海外市場增長5.4%及營收雙位數成長,認為市場反應過度。

Facts

  • Netflix shares were down 26% year to date as of September 28, and had plunged 36% from their April peak.
  • Original德意志銀行分析師Bryan Kraft將Netflix評級上調至買進,目標價下調至95美元。
  • In the first half of 2026, viewing minutes among U.S. audiences on Netflix fell 8.6% year over year.
  • Over the same period, viewing minutes on Netflix in markets outside the U.S. rose 5.4%.
  • Netflix reported second-quarter revenue of $12.56 billion, up 13% year over year.
  • Netflix expects to generate about $3 billion in revenue from its advertising business.
  • FactSet data show that 28 of 45 Wall Street firms rated Netflix Buy.

Companies mentioned:Netflix、NFLX-US、德意志銀行、Alphabet、GOOGL、YouTube、Wells Fargo、匯豐、FactSet

美光 Targets Humanoid Robots and Self-Driving Cars as Physical AI Poised to Become the Next Growth Driver

Published ・ Source Taiwan | 鉅亨網

美光 posted strong fourth-quarter results, with EPS up 1,002% year over year and revenue up 379%. CEO Sanjay Mehrotra sees “physical AI” driving a new wave of growth in memory and storage chips, with a particular focus on self-driving cars and humanoid robots.

Facts

  • 美光's fourth-quarter earnings per share reached $33.42, surging 1,002% from $3.03 in the same period last year.
  • 美光's fourth-quarter revenue rose 379%, from $11.31 billion in the fourth quarter of 2025 to $54.23 billion.
  • Autonomous vehicles at Level 4 and above typically have more than 200GB of memory.
  • Autonomous vehicles at Level 4 and above have storage capacity measured in TB, more than an order of magnitude greater than today's Level 2-plus and Level 3 semi-autonomous vehicles.
  • 美光 CEO Sanjay Mehrotra considers self-driving cars a major application for the first large-scale deployment of physical AI.
  • Only about 7,000 humanoid robots were sold worldwide in 2025 for use in industrial and professional service fields.
  • The U.S. Society of Automotive Engineers (SAE) classifies autonomous vehicles on a scale from Level 0 to Level 5, with Level 0 indicating no driver-assistance features and Level 5 representing full autonomy.

Companies mentioned:美光、Micron、OpenAI、Anthropic、特斯拉、Tesla、Figure、現代汽車、Boston Dynamics、宇樹科技、Agility Robotics

Two Subtle Signals Reveal U.S. Treasury Sell-Off May Be Nearing Its End

Published ・ Source Taiwan | 鉅亨網

U.S. Treasury markets rebounded this Thursday, with the iShares 20+ Year Treasury Bond ETF (TLT) posting its strongest intraday rebound in nearly a month. Two options-market signals suggest the Treasury sell-off may be nearing its end: unusual bets on the Utilities ETF (XLU) and large positions in SOFR futures betting on a near-term decline in interest rates.

Facts

  • Bond markets posted a solid rebound this Thursday (the 1st), with the iShares 20+ Year Treasury Bond ETF (TLT) recording its strongest intraday rebound in nearly a month.
  • Trading volume in the Utilities ETF (XLU) surged to 10 times its 30-day average, while a $1 million options trade bet that the sector would bottom out or rebound.
  • The 30-day correlation between XLU and the 10-year Treasury yield was as high as -0.94.
  • Two market signals suggest the end of the Treasury sell-off may arrive sooner than the market expects.

Companies mentioned:iShares、Select Sector SPDR、CBOE LiveVol、SpotGamma、ThinkOrSwim、Barchart、芝加哥商品交易所 (CME)

Reuters: Saudi Arabia Prepares Counteroffensive, May Mobilize 100,000 Yemeni Forces to Retake Bab al-Mandab Strait

Published ・ Source Taiwan | 鉅亨網

Reuters reported that Saudi Arabia is planning a counteroffensive against Yemen's Houthi forces to retake the Bab al-Mandab Strait, potentially mobilizing more than 100,000 Yemeni troops. The move aims to restore control of the shipping route and advance peace talks, with U.S. intelligence support but no ground intervention.

Facts

  • Saudi Arabia is preparing a new round of military action against Yemen's Houthi rebels, with retaking the Bab al-Mandab Strait among its objectives.
  • More than 100,000 Riyadh-backed Yemeni ground troops could be mobilized for ground combat.
  • Ground operations would be carried out mainly by Riyadh-backed Yemeni forces, with Saudi Arabia providing air support.
  • In September this year, the Houthis advanced rapidly along Yemen's Red Sea coast and took control of the Bab al-Mandab Strait.
  • Washington is providing Saudi Arabia with military advisers and intelligence support, including targeting intelligence for Saudi air operations.

〈Hot Stocks〉晶技's Automotive and AI Applications Emerge as Key Growth Drivers; Shares Surge 13.55% on Heavy Weekly Volume

Published ・ Source Taiwan | 鉅亨網

晶技 is benefiting from demand for optical communications, AI and automotive applications. August revenue hit a 71-month high of NT$1.415 billion, orders are booked through 2027, and the stock surged 13.55% for the week.

Facts

  • 晶技's order visibility for optical communications quartz crystal oscillators (XO) extends through 2027.
  • 晶技 reported revenue of NT$1.415 billion in August 2026, a 71-month high.
  • 晶技 reported preliminary pretax profit of NT$279 million for August, up 39.1% year over year.
  • 晶技's cumulative pretax profit for the first 8 months of 2026 reached NT$1.791 billion, up 29.7% year over year.
  • 晶技 shares rose 13.55% for the week, closing at NT$230.5.
  • In the near term, 晶技's technical support is seen around the 5-day moving average of NT$214.1.

Companies mentioned:晶技

September Jobs Grew by Just 29,000: Could the Fed Slow Rate Hikes? Hammack Says No Rush to Decide Next Move

Published ・ Source Taiwan | 鉅亨網

Cleveland Fed President Hammack said September's weak jobs data were in line with the trend and that the Federal Reserve would continue assessing the data before its late-October meeting, with no rush to adjust policy immediately.

Facts

  • Hammack, president of the Federal Reserve Bank of Cleveland, said the Fed still has ample time to assess the latest economic data before deciding on its next monetary policy move.
  • Nonfarm payrolls increased by just 29,000 in September, well below economists' forecast of about 90,000.
  • The unemployment rate rose to 4.2% in September from 4.1% in August.
  • The U.S. added an average of about 41,000 jobs per month over the past 12 months.
  • The Federal Reserve's next Federal Open Market Committee (FOMC) meeting is scheduled for Oct. 27-28.
  • At its September meeting, the Fed raised the federal funds target range by 25 basis points to 3.75% to 4%.
  • Investors now see less than a 20% chance of a rate hike at the Fed's October meeting.

安成生技's New Drug AC-203 Nears a Major Milestone! Key Q4 Readout Imminent, Set to Ignite Global Licensing Interest

Published ・ Source Taiwan | 鉅亨網

安成生技 (6610-TW) is awaiting a key Q4 readout for its rare-disease drug AC-203. If successful, it would become the world's first treatment for recessive dystrophic epidermolysis bullosa. The company is in licensing talks with 7 international pharmaceutical firms and is expanding development to the dystrophic form of the disease, with significant financial potential tied to the PRV program.

Facts

  • 安成生技 expects to report results in the fourth quarter from a global Phase 2/3 clinical trial of its drug AC-203 for recessive dystrophic epidermolysis bullosa.
  • There are about 350,000 patients with recessive dystrophic epidermolysis bullosa worldwide, and no approved treatments are currently available globally.
  • 安成生技 has engaged with 7 international pharmaceutical companies; 5 have signed confidentiality agreements and 3 are conducting due diligence.
  • The U.S. FDA gave a positive response in meeting minutes for a Type C meeting on developing AC-203 for dystrophic epidermolysis bullosa.
  • U.S. PRV vouchers have traded for around $200 million in recent years, giving them substantial resale value.

Companies mentioned:安成生技、仁新醫藥

Undeterred by Market Volatility Near Highs! 0050 Adds More Than 300,000 Investors in a Quarter, Outdrawing TSMC

Published ・ Source Taiwan | 鉅亨網

Original元大台灣50(0050-TW)第三季投資人數激增30.1萬人,總數達353.9萬人,超越台積電成為市場首選。被動式ETF因無選股錯誤及汰弱留強機制,在震盪行情中展現強勁吸金力與優異績效。

Facts

  • Original元大台灣50(0050-TW)第三季投資人數單季狂增逾30萬人,居市場之首。
  • The number of investors in 0050 has surged by about 1.504 million so far this year, bringing the total to 3.539 million.
  • Actively managed ETFs accounted for all of the top three funds by quarterly decline in investor numbers in the third quarter.
  • From the low during the U.S.-Iran conflict to the subsequent high, 0050 delivered a total return of 57%, outperforming the average gain of Taiwan-listed active ETFs.
  • Market-cap ETFs such as 0050 and 00631L have formed a fourth force, concentrating capital and investment targets.

Companies mentioned:元大、中信、統一、野村

White House Chief Economic Adviser: Fed Expected to Make No Further Rate Hikes This Year

Published ・ Source Taiwan | 鉅亨網

White House economic adviser Chris Phelan said the Fed will stop raising rates this year, citing weak September jobs data and cooling inflation. He criticized last month's rate hike as a mistake, saying the annualized increase in core PCE had already reached the target level.

Facts

  • White House Chief Economic Adviser Chris Phelan believes the Fed will not raise rates again this year.
  • The U.S. added 29,000 jobs in September, below the market forecast of 88,000.
  • Phelan said the Fed's decision to raise rates last month was a “mistake.”
  • The U.S. Personal Consumption Expenditures (PCE) price index fell to 3.4% in August.
  • The annualized average increase in core PCE over the past 3 months is currently 2%.
  • The U.S. unemployment rate edged up to 4.2% in September from 4.1% the previous month.
  • Federal Reserve Vice Chair Jefferson and New York Fed President Williams took relatively dovish stances.

吉利 invests 4.8 billion in 蔚來能源 for a 30% stake; experts praise it as a Chinese example of “anti-involution”.

Published ・ Source Taiwan | 鉅亨網

蔚來 and 吉利 have reached an equity partnership, with 吉利 acquiring a 30% stake in 蔚來能源 and 蔚來中國 acquiring a 10% stake in 吉利浩瀚能源. The two sides will promote interoperability between their battery-swapping and charging assets.

Facts

  • 吉利 subscribed for a 30% stake in 蔚來能源 with equity in 易易互聯科技 and cash, valuing 蔚來能源 at about 16 billion yuan after the investment.
  • 蔚來 has invested more than 20 billion yuan in charging and battery-swapping, and built 9,433 charging and battery-swapping stations.
  • 吉利子公司 holds a 30% stake in 蔚來能源, 蔚來中國 holds 63.6%, and 武漢光創基金 holds 6.4%.
  • 蔚來 reported revenue of 32.14 billion yuan in Q2 this year and a net loss of 528 million yuan, down 89.4% year over year.
  • 吉利’s new energy vehicle penetration rate was 56.9% in the first half of this year, with 1.101 million vehicles sold.
  • 吉利’s subsidiary 浩瀚能源 plans to have 22,000 charging stations and 100,000 charging connectors built by the end of 2027.

Companies mentioned:蔚來、蔚來中國、蔚來能源投資(湖北)、蔚來能源、浙江吉利控股集團、吉利、吉利子公司、易易互聯科技(重慶)、浩瀚能源、武漢光創基金、寧德時代、曹操出行、未來Robotaxi、長安、奇瑞、廣汽、一汽、路特斯

Key U.S. stock market news summary, Oct. 03, 2026

Published ・ Source Taiwan | 鉅亨網

This article compiles key U.S. stock market news from Oct. 3, 2026, including the impact of payroll data on Fed policy expectations, 輝達 shares nearing a record high and launching a new product, Tesla deliveries topping expectations, and a16z’s analysis of AI stock valuations.

Facts

  • U.S. September nonfarm payrolls came in below expectations, and Wall Street believes the Fed has reason to pause rate hikes in October.
  • 輝達 shares closed up 1.3% Friday at $233.95, just shy of a record high.
  • 輝達 announced that it will launch a 64GB version of DGX Spark on Oct. 23, starting at $4,999.
  • Tesla delivered 486,532 vehicles globally in the third quarter, beating Wall Street expectations.
  • According to an a16z report, technology stocks have gained more than 20% year to date, while earnings have grown about 56%.

Companies mentioned:聯準會、輝達、Tesla、Andreessen Horowitz、a16z

Meta Muse accused of reading private messages; 蘋果 steps in to strengthen Mac AI access controls

Published ・ Source Taiwan | 鉅亨網

To address the privacy risks posed by AI agents, 蘋果 announced changes to Mac permission settings that require more explicit authorization. The move responds to allegations that Meta Muse accessed private messages without authorization, highlighting the challenges desktop AI agents pose for data access.

Facts

  • 蘋果 said it will adjust the Mac operating system’s permission settings so users can more clearly see when an AI agent requests access to all data on their Mac.
  • 蘋果 said some developers are currently using the “Full Disk Access” feature in ways that could put users at risk, and that additional controls will be added.
  • Meta’s AI agent Muse sparked privacy concerns after its Mac version launched in September, amid allegations that it could access users’ private messages.
  • Inc. technology columnist Jason Aten said Muse appeared to have read his private messages, although he said he had not granted Muse permission to access the relevant data.
  • Meta denied that Muse can read messages without authorization, stressing that users must enable both Full Disk Access and the Messages connector for it to read them.
  • iPhones and iPads use a “sandbox” mechanism, which generally prevents one app from directly accessing data inside another app.
  • Muse launched its Mac version on September 18, bringing AI agents to the desktop environment, where they can interact with native apps such as files, messages, and calendars.

Companies mentioned:蘋果、Apple、Meta、Inc.

xAI wins first round! U.S. appeals court suspends Minnesota AI “nudification” ban

Published ・ Source Taiwan | 鉅亨網

The U.S. Court of Appeals for the 8th Circuit ruled to suspend enforcement of Minnesota’s AI nudification ban, giving xAI a first-round win. The move marks significant progress in the constitutional lawsuit between 馬斯克旗下xAI and the state, though a final ruling on constitutionality will have to await further proceedings.

Facts

  • The U.S. Court of Appeals for the 8th Circuit ruled to temporarily block Minnesota from enforcing its ban on AI “nudification” technology.
  • Minnesota became the first state in the U.S. to directly ban AI “nudification” services.
  • Violations of Minnesota’s AI nudification ban carry civil penalties of up to $500,000 for each violation.
  • A RAINN study found that users generated about 3 million realistic sexualized images in the first 11 days after a social media site launched an AI image-editing tool.
  • The Internet Watch Foundation reported more than 400,000 cases involving generative AI child sexual abuse material as of June 2025.
  • U.S. District Judge Donovan Frank in Minnesota had rejected xAI’s request for a preliminary injunction on September 4.
  • xAI’s Grok Imagine has safeguards in place to prohibit the generation of nonconsensual nude or sexualized images of real people.

Companies mentioned:xAI、馬斯克旗下xAI

Original輝達力抗質疑 距5月歷史新高僅一步之遙

Published ・ Source Taiwan | 鉅亨網

輝達 shares are nearing a record high. The company has emphasized the durability of its AI chips, pushing back against criticism that depreciation periods are too long, and noted that major customers have extended server depreciation periods to 6 years. The debate concerns the value of chips as financial collateral, and 輝達 currently has the upper hand in the market.

Facts

  • Original輝達股價周五收漲1.3%,報233.95美元,距離5月創下的歷史收盤高點235.74美元僅一步之遙。
  • Meta and Alphabet’s Google currently use a 6-year depreciation period for AI servers, longer than the roughly 4-year period used in the past.
  • 輝達 announced in August that it was partnering with Wall Street financial institutions to provide $500 billion in capital support for the AI industry.
  • 輝達’s CUDA software platform can work across generations, so older equipment does not become obsolete when a new architecture is introduced.

Companies mentioned:輝達、Meta、Alphabet、Google

Even an update can’t fix it! Some iPhone 18 Pro Max users lose service and are stuck in SOS mode; 蘋果 says devices must be replaced

Published ・ Source Taiwan | 鉅亨網

蘋果 confirmed that a small number of AT&T users experienced an SOS connectivity failure on the iPhone 18 Pro Max. Although it has released iOS 27.0.1 and a carrier settings update to prevent the issue, affected devices cannot be repaired and must be replaced.

Facts

  • 蘋果 confirmed that a small number of iPhone 18 Pro Max users on U.S. carrier AT&T experienced cellular connectivity problems, losing signal and being unable to make calls.
  • 蘋果 has released iOS 27.0.1 and a carrier settings update, but these cannot restore service to devices that have already lost it, which must be replaced.
  • 蘋果 stressed that the issue affects only a small number of users and does not affect all iPhone 18 Pro Max devices on AT&T’s network.
  • The carrier settings update will download automatically within the next 14 days, and users can also check for updates manually.

Companies mentioned:蘋果、AT&T、9to5Mac

AI stocks up 20% this year; a16z says it is “hard to call it a bubble”

Published ・ Source Taiwan | 鉅亨網

Venture capital firm Andreessen Horowitz (a16z) said in its September 2026 “State of Markets” report that technology stocks have risen 22.1% this year, while EPS has grown 55.7% and price-to-earnings ratios have fallen 21.6%. It stressed that the rally is being driven by earnings rather than valuations, making it hard to call a bubble.

Facts

  • Technology stocks are up 22.1% year to date
  • Earnings per share (EPS) have grown 55.7%
  • Technology sector price-to-earnings ratios have contracted 21.6%
  • Technology sector valuation multiples are currently about 20% below the average of the past 5 years
  • a16z published its “State of Markets” report in September 2026
  • a16z believes the market rally is driven by earnings rather than prices
  • Large technology companies have underperformed the broader technology sector this year

Companies mentioned:Benzinga、Andreessen Horowitz、a16z

Taiwan | 國家災害防救科技中心(7)

Water Outage (Nantou County)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 issued a water outage alert for parts of Nantou City, Nantou County. The affected areas include 新里、內興里、光明里、光榮里 and 營北里. The outage is in effect from 2026年10月3日08:08 to 14:00.

Facts

  • Effective time: 2026-10-03T08:08:48
  • Expiration time: 2026-10-03T14:00:00

Companies mentioned:台灣自來水公司

Huoshan Reservoir (discharge to Beigang River): Free Overflow (Yunlin County, Chiayi County)

Published ・ Source Taiwan | 國家災害防救科技中心

水利署 has issued an updated notice that Huisun Reservoir is releasing water via free overflow into the Beigang River, affecting multiple townships and cities in Yunlin County and Chiayi County. Residents along the river should exercise caution and stay away from the riverbed.

Facts

  • Effective time: 2026-10-03T07:18:40
  • Expiration time: 2026-10-03T10:19:00

Companies mentioned:水利署

Baoshan No. 2 Reservoir (discharge to Shijing River): Free Overflow (Hsinchu City, Hsinchu County)

Published ・ Source Taiwan | 國家災害防救科技中心

水利署 issued a notice that Baoshan Second Reservoir is freely overflowing, affecting Baoshan Township and Emei Township in Hsinchu County, as well as the East, North and Xiangshan districts of Hsinchu City. Residents are urged to take note and stay away from riverbeds.

Facts

  • Effective time: 2026-10-03T07:08:40
  • Expiration time: 2026-10-03T10:09:00

Companies mentioned:水利署

Heavy rain advisory (Yilan County)

Published ・ Source Taiwan | 國家災害防救科技中心

中央氣象署 has issued a heavy rain advisory for Yilan County. Under the influence of the northeast monsoon, localized heavy rain or torrential rain is expected in mountainous areas. Beware of lightning, strong gusts, and the risk of landslides and falling rocks.

Facts

  • Today (3rd)
  • Effective time: 2026-10-03T06:35:00
  • Expiration time: 2026-10-03T11:00:00

Companies mentioned:中央氣象署

Heavy rain advisory (Yilan County)

Published ・ Source Taiwan | 國家災害防救科技中心

中央氣象署 has issued a heavy rain advisory for Yilan County. Under the influence of the northeast monsoon, localized heavy rain or torrential rain is expected in mountainous areas. Beware of lightning, strong gusts, and the risk of landslides and falling rocks.

Facts

  • Today (3rd)
  • Effective time: 2026-10-03T06:35:00
  • Expiration time: 2026-10-03T11:00:00

Companies mentioned:中央氣象署

Original鯉魚潭水庫(放流至 景山溪):自由溢流(苗栗縣,臺中市)

Published ・ Source Taiwan | 國家災害防救科技中心

水利署 has issued an updated notice that 鯉魚潭水庫 is releasing water via free overflow into the Jingshan River, affecting Sanyi Township in Miaoli County and Waipu, Dajia, Houli, and Daan districts in Taichung City. Residents along the river should exercise caution and stay away from the riverbed.

Facts

  • Effective time: 2026-10-03T05:18:40
  • Expiration time: 2026-10-03T08:19:00

Companies mentioned:水利署、鯉魚潭水庫

Strong Wind Advisory for Land (Yellow Signal) (Lienchiang County, Penghu County)

Published ・ Source Taiwan | 國家災害防救科技中心

中央氣象署 has issued a Strong Wind Advisory for Land (Yellow Signal), stating that from the morning through the afternoon of October 3, 2026, localized areas of Penghu County and Lienchiang County may experience average winds of force 6 or above, or gusts of force 8 or above.

Facts

  • Average winds of scale 6 or above
  • Gusts of scale 8 or above

Companies mentioned:中央氣象署

Japan | 消防庁(1)

Damage caused by Typhoon No. 25, Typhoon No. 26 and a frontal system in Reiwa 8, and response by fire and other agencies (Report No. 22; updated R8.10.2)

Published ・ Source Japan | 消防庁

The Fire and Disaster Management Agency updated its Report No. 22 on damage caused by Typhoon No. 25, Typhoon No. 26 and a frontal system in Reiwa 8 (16 deaths and numerous homes damaged), and response by fire and other agencies.

Facts

  • Report No. 22

Taiwan | 公開資訊觀測站(1)

安基生技 (7754): Announces that its investigational new drug AJ201 will enter a Phase 3 clinical trial in the United States for patients with Kennedy's disease.

Published ・ Source Taiwan | 公開資訊觀測站

安基生技 announced that its investigational new drug AJ201 has been approved by the U.S. FDA to proceed with a Phase 3 clinical trial in the United States for patients with Kennedy's disease (SBMA), and that it is actively seeking licensing partners.

Facts

  • 1. Date of occurrence: 115/10/03
  • The global enrollment target for this clinical trial is 200 people.
  • The incidence rate among men is approximately 1/40,000.
  • Original歐美日目前已有逾 1.2 萬名確診患者
  • Original年市場銷售峰值(Peak Sales)可達 25 億美元以上

Companies mentioned:安基生技、L.E.K.

Taiwan | 國家科學及技術委員會(1)

Taiwan and the UK sign a science, innovation, and technology agreement, marking a new milestone in technological cooperation.

Published ・ Source Taiwan | 國家科學及技術委員會

Taiwan and the UK signed the Science, Innovation and Technology Agreement (SITA) in London on October 2, 2026, institutionalizing technological cooperation between the two sides. The agreement covers specific joint initiatives, including satellite communications, a silicon photonics academic alliance, and semiconductor talent development, aiming to strengthen competitiveness and supply chain resilience in key technology sectors.

Facts

  • Release date: October 3, 2026
  • Formally signed in London on October 2, Taiwan time

Companies mentioned:國家科學及技術委員會、英國商業、創新、科學及貿易部、英國太空總署、臺灣國家太空中心、國家實驗研究院台灣半導體研究中心、英國創新科技部、臺灣外交部

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